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Home > Institutional Investor > Roman Butler Fullerton & Co > Profile

Instuitional Investor - Roman Butler Fullerton & Co

Fund Profile
Filing Period:
Fund Name: Roman Butler Fullerton & Co
Portfolio Value $315,180,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 123,057 $14,572,443 4.62%
2.
Microsoft Corp
 MSFT 31,041 $13,489,114 4.27%
3.
Amazon Com Inc
 AMZN 55,978 $13,178,259 4.18%
4.
Apple Inc.
 AAPL 55,175 $12,682,577 4.02%
5.
Mastercard Inc
 MA 14,439 $7,907,602 2.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)